The old adage of risk equaling reward couldn't be truer. It was 2008, and the stock market was in chaos.
Great rewards went to investors who took the risk of stepping into the fray to buy the lows. But during the same time, many investors were practically wiped out because they failed to manage their risks wisely in the highly volatile environment.
The stock market today isn't as volatile as it was during the financial crisis. However, the same investing maxim still holds: The greater the risk, the greater the rewards.
Many investors shun risk. These risk-averse investors pile into the safest possible investments in an effort to preserve principal at all costs. This attitude will most likely preserve your portfolio, but it will also greatly decrease your potential for market-beating rewards.
Top Sliver Stocks To Own Right Now: STAG Industrial Inc (STAG)
STAG Industrial, Inc., incorporated on July 21, 2010, is an integrated, full-service real estate company focused on the acquisition, ownership and management of single-tenant industrial properties throughout the United States. As of December 31, 2012, the Company owned 172 properties in 31 states with approximately 29.4 million rentable square feet, consisting of 112 warehouse/distribution properties, 39 light manufacturing properties and 21 flex/office properties. As of December 31, 2012, its properties were 95.1% leased to 156 tenants, with no single tenant accounting for more than 2.7% of its total annualized rent and no single industry accounting for more than 10.7% of its total annualized rent. In January 2014, the Company announced that it has completed the acquisition of six buildings, consisting of two light manufacturing facilities and four warehouse and distribution facilities.
Its ability to re-lease space subject to expiring leases will impact its results of operations and is affected by economic and competitive conditions in its markets and by the desirability of its individual properties. As of December 31, 2012, it had approximately 1.4 million rentable square feet of available space in its properties. For the year ended December 31, 2012, it has achieved an 84% tenant retention rate for those tenants whose leases were scheduled to expire in 2012.Its rental expenses generally consist of utilities, real estate taxes, management fees, insurance and site repair and maintenance costs. For the majority of its tenants, its rental expenses are controlled, in part, by the triple net provisions in tenant leases. In its triple net leases, the tenant is responsible for all aspects of and costs related to the property and its operation during the lease term, including utilities, taxes, insurance and maintenance costs. Real estate investments are carried at cost less accumulated depreciation and amortization. The cost of real estate includes the purchase price of the property and lease! hold improvements. Total revenue consists primarily of rental income from its properties, lease termination fees, tenant reimbursements for insurance, real estate taxes and certain other expenses, and asset management fees. As of December 31, 2012 and December 31 2011, there were two and three vacant properties, respectively, owned by STAG Investments III, LLC (Fund III) and not contributed to the Company in the Formation Transactions (the Option Properties).
The Company evaluates the carrying value of all tangible and intangible real estate assets held for use for possible impairment when an event or change in circumstance has occurred that indicates their carrying value may not be recoverable. STAG Investments IV, LLC and STAG GI Investments, LLC (which are certain of the Participants and are referred to as part of the STAG Contribution Group), contributed 100% of their real estate entities and operations in exchange for 7,320,610 Common Units. On April 18, 2012, the Company entered into an agreement with affiliates of Columbus Nova Real Estate Acquisition Group, Inc. (Columbus Nova) to source sale leaseback transactions for potential acquisitions by the Company. On June 15, 2012, the Company acquired six industrial properties representing approximately 750,000 square feet in total for an aggregate purchase price of approximately $30.0 million directly from Columbus Nova. At the June 15, 2012 acquisition of these six industrial properties, the Company paid Columbus Nova an acquisition fee in the form of 15,789 Common Units. On December 22, 2011, the Company sold a vacant flex/office property located in Amesbury, MA containing approximately 78,000 net rentable square feet. On April 20, 2012, the Company sold a vacant warehouse and distribution facility located in Youngstown, OH containing 153,708 net rentable square feet. On November 30, 2012, the Company sold the Great Bend, KS building.
Advisors' Opinion:- [By Lawrence Meyers]
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Preferred Stocks: Stag Industrial (STAG)Dividend Yield: 8.1%
Finally, we have Stag Industrial (STAG) and it�� 9% Series A Preferred issue. STAG preferred stock focuses on single-tenant industrial properties. The advantage here is that a well-run REIT like Stag will carefully choose its tenants, selecting companies that are recession-proof, or at least have ample liquidity to pay rents. Occupancy is at 94%, and recent earnings came in with sizable growth across the board. The preferred stock trades almost 10% above par, and thus the dividend yield is 8.1%.
Top Sliver Stocks To Own Right Now: BG Group PLC (BRGXF.PK)
BG Group plc (BG Group) is a natural gas company. The Company is engaged in the exploration, development and production of natural gas and oil. It operates in three business segments: Exploration and Production (E&P), Liquefied Natural Gas (LNG) and Transmission and Distribution (T&D). Effective January 1, 2012, the Company was managed across three regions: Americas and Europe; Africa, Central and South Asia, and Australia and East Asia, supported by Global Energy Marketing and Shipping (GEMS) and BG Advance. The Company has interests in 25 countries on five continents. During the year ended December 31, 2011, the Company acquired an interest in, and operatorship of, offshore blocks L10A (BG Group 40%) and L10B (BG Group 45%) in Kenya. During 2011, the Company acquired additional Marcellus shale properties in partnership with EXCO Resources, Inc. (EXCO). In June 2013, BG Group PLC announced that it has completed the sale of its 65.12% holding in Gujarat Gas Company Limited (GGCL). Advisors' Opinion:- [By Heather Ingrassia]
On Thursday, August 15, GasLog (GLOG) announced that it had ordered two new 174K cbm Tri-Fuel Diesel Electric LNG carriers from Samsung Heavy Industries. These carriers are expected to be delivered in 2016 which is the same year the company will begin seven-year charters with BG Group (BRGYY.PK) (BRGXF.PK).
Top 10 Industrial Conglomerate Companies To Buy Right Now: Waddell & Reed Financial Inc. (WDR)
Waddell & Reed Financial, Inc., through its subsidiaries, provides investment management, investment product underwriting and distribution, and shareholder services administration to mutual funds, and institutional and separately managed accounts in the United States. The company acts as an investment adviser for institutional and other private investors, and provides sub advisory services to other investment companies; underwrites and distributes registered open-end mutual fund portfolios; distributes business partners� variable annuity products, and retirement and life insurance products to advisors channel customers; sells life insurance and disability products underwritten by various carriers; and offers fee-based asset allocation investment advisory products to advisors channel customers. It distributes investment products through independent financial advisors, broker/dealers, registered investment advisors, and various retirement platforms; and markets investment a dvisory services to institutional investors directly or through consultants. Waddell & Reed Financial, Inc. was founded in 1937 and is based in Overland Park, Kansas.
Advisors' Opinion:- [By Marc Bastow]
Investment services and shareholder services administrator Waddell & Reed (WDR) raised its quarterly dividend 21% to 34 cents per share, payable on Feb. 3 to shareholders of record as of Jan. 13.
WDR Dividend Yield: 2.2% - [By Rich Duprey]
Mutual fund complex�Waddell & Reed Financial� (NYSE: WDR ) announced today its third-quarter dividend of $0.28 per share, the same rate it's paid for the past two quarters after raising the payout 12% from $0.25 per share.
- [By Will Ashworth]
With the future of asset managers clearly in the hands of ETFs, iShares��formidable market share suggests that Larry Fink and company have more good years ahead. When it comes to large-cap asset managers I see BLK stock as your best bet in 2014.
Waddell & Reed (WDR)One of the oldest mutual fund companies in the U.S., Waddell & Reed (WDR) is still growing quarterly revenues and earnings by double digits. With $114 billion in assets under management, analysts expect WDR to report Q4 earnings of 78 cents on Feb. 4 — 28% higher year-over-year.
Top Sliver Stocks To Own Right Now: ServiceSource International Inc.(SREV)
ServiceSource International, Inc. manages the service contract renewals process of maintenance, support and subscription agreements for technology and technology-enabled healthcare, and life sciences companies. The company provides end-to-end management and optimization of the service contract renewals process, including data management, quoting, selling, and service revenue business intelligence. It offers an integrated solution that consists of Service Revenue Intelligence Platform, a data warehouse of transactional, analytical, and industry data that provides insight into the business; service sales teams working under its customers? brands; and Service Revenue Performance Suite, a suite of cloud applications. The company?s cloud applications include Analytics Cloud, which provides customers with dashboards to view and analyze service revenue performance; Service Sales Cloud that provides renewals analytics and pipeline management used by service sales teams; and Chan nel Sales Cloud, which offers channel partners and resellers with online access to their specific renewals opportunities and their performance. Its cloud applications also comprise eCommerce Cloud that provides self-service capabilities to end customers through a secure online portal; Installed Base Intelligence Cloud, which offers a single repository to analyze the data, to flag anomalies and missing data elements, and to identify cross-sell and up-sell opportunities; and Dynamic Quoting Cloud that provides an easy-to-use tool for sales representatives and channel partners to create and modify service renewal quotes. The company sells its solutions directly through sales representatives in North America, Latin America, Europe, the Middle East, Africa, the Asia Pacific, and Japan. ServiceSource International, Inc. was founded in 2002 and is headquartered in San Francisco, California with additional offices in Colorado, Tennessee, Ireland, the United Kingdom, Malaysia, and Si ngapore.
Advisors' Opinion:- [By Lee Jackson]
Service Source International Inc. (NASDAQ: SREV) is a small cap name with big possibilities. The company provides recurring revenue management contracts maintenance, support and subscription for technology and technology-enabled health care and life sciences companies. The consensus price objective for the stock is $14.
- [By Jake L'Ecuyer]
ServiceSource (NASDAQ: SREV) shares were also down, falling 32.48 percent to $4.22 as the company missed on earnings and caught a downgrade from CLSA from Buy to Underperform.
Top Sliver Stocks To Own Right Now: Spectrum Pharmaceuticals Inc.(SPPI)
Spectrum Pharmaceuticals, Inc., a commercial-stage biotechnology company, primarily focuses on oncology and hematology. The company engages in acquiring, developing, and commercializing a broad and diverse pipeline of late-stage clinical and commercial products. It markets Zevalin, a prescribed form of cancer therapy, radioimmunotherapy; and Fusilev, a novel folate analog formulation and the pharmacologically active isomer of the racemic compound, calcium leucovorin. The company?s drugs in late stage development include Apaziquone, an anti-cancer agent; and Belinostat, a histone deacytelase inhibitor. Its drugs in development also include Ozarelix a luteinizing hormone releasing hormone antagonist, which is in Phase II clinical stage; SPI-1620, a peptide agonist of endothelin B receptors, which is in Phase I clinical stage; and RenaZorb, a lanthanum-based nanoparticle phosphate binding agent, which is in preclinical stage. The company was formerly known as NeoTherapeutics, Inc. and changed its name to Spectrum Pharmaceuticals, Inc. in December 2002. Spectrum Pharmaceuticals, Inc. was founded in 1987 and is based in Henderson, Nevada.
Advisors' Opinion:- [By Keith Speights]
Another prime case study for this comes from Spectrum Pharmaceuticals (NASDAQ: SPPI ) . Spectrum's stock more than doubled from October 2011 through July 2012. However, shares plunged 55% from those highs because business dynamics changed since then. A shortage of a generic rival to Spectrum's lead drug Fusilev was alleviated, resulting in sales slowing down considerably.�
- [By Rich Smith]
Spectrum Pharmaceuticals (NASDAQ: SPPI ) has found itself a new Executive Vice President, a new Chief Financial Officer, and a new Principal Accounting�Officer. They're all the same person.
Top Sliver Stocks To Own Right Now: Huron Consulting Group Inc.(HURN)
Huron Consulting Group Inc. provides operational and financial consulting services in the United States. Its Health and Education Consulting segment develops and implements solutions to help clients address financial management, strategy, operational and organizational effectiveness, research administration, and regulatory compliance; and offers consulting services related to organization performance improvement, revenue cycle improvement, turnarounds, merger or affiliation strategies, labor productivity, non-labor cost management, information technology, patient flow improvement, physician practice management, interim management, clinical quality and medical management, and governance and board development to hospitals, health systems, physicians, managed care organizations, academic medical centers, colleges, universities, and pharmaceutical and medical device manufacturers. The company?s Legal Consulting segment provides strategic and management consulting, cost managem ent, and technology and information management, including matter management, records, document review, and discovery services to assist law departments and law firms. This segment also offers V3locity solution, which delivers streamlined e-discovery process; and IMPACT solution that delivers sustainable cost reductions. Its Financial Consulting segment assists corporations with accounting and financial reporting matters, and provides financial analysis in restructuring and turnaround situations, as well as consults with companies in the areas of corporate governance, Sarbanes Oxley compliance, and internal audit. Huron Consulting Group Inc. serves various industries, including healthcare, education, professional services, pharmaceutical, technology, transportation services, telecommunications, financial services, electronics, consumer products, governmental, energy and utilities, and industrial manufacturing. The company was founded in 2002 and is headquartered in Chicago, I llinois.
Advisors' Opinion:- [By Benjamin Shepherd] The US health care industry is among the heaviest regulated in the nation. Most health care-related companies must answer to federal, state and, in many cases, local regulators.
That regulatory burden will only grow more complex, as myriad new rules under the Patient Protection and Affordable Care Act, or “Obamacare,” come into effect over the next few months. In just 22 days, the first insurance exchanges are supposed to come online. On January 1, the individual mandate and changes in coverage standards become effective.
Many health care businesses and organizations were dragging their feet in complying with Obamacare’s provisions, waiting to see how the Supreme Court would come down on the law. The court didn’t rule on Obamacare until June 2012, a decision in which it upheld the law almost in its entirety.
Given that delayed decision, a study conducted by the Government Accountability Office this past June found that only 44 percent of key activities required for full compliance had been completed, particularly where health insurance exchanges were concerned.
As a result, there’s a massive scramble underway to achieve minimum compliance levels with the law. But there’s a paucity of workers with the requisite knowledge of federal and insurance regulations required to help companies and state governments navigate the labyrinth of regulations.
That’s creating a lot of work for consultancies such as Huron Consulting Group (NSDQ: HURN), which focuses almost exclusively on the health care sector.
While the company also works in the legal, financial, education and life sciences arenas, it primarily helps hospitals, health systems and physician groups reduce costs, maximize reimbursements from both federal and private insurers and transition towards the value-based care mandated under Obamacare. In future years, reimbursements will transition towards rewarding health care organizations tha
Top Sliver Stocks To Own Right Now: Sterling Financial Corporation(STSA)
Sterling Financial Corporation operates as the bank holding company for Sterling Savings Bank that provides various banking products and services to individuals, small businesses, commercial organizations, and corporations in the United States. Its deposit products include transaction (checking) accounts, savings accounts, money market demand accounts, certificates of deposit, interest and non-interest bearing checking accounts, and time deposits. The company?s loan portfolio comprises commercial lending products, such as lines of credit, receivable and inventory financing, equipment loans, and term real estate financing for owner-occupied properties; multifamily residential and commercial real estate loans; one-to four-family residential loans; and consumer loans for automobiles, boats and recreational vehicles, and lines of credit for personal use. Sterling Financial Corporation also markets fixed income and equity products, mutual funds, annuities, and other financial products. As of December 31, 2010, it operated 72 branches in Washington, 67 branches in Oregon, 13 branches in California, 18 branches in Idaho, and 8 branches in Montana, as well as 169 automated teller machines. The company was founded in 1983 and is headquartered in Spokane, Washington.
Advisors' Opinion:- [By Eric Volkman]
Washington state-based Sterling Financial Bank (NASDAQ: STSA ) has added a California asset to its portfolio. The lender announced that it has entered into a definitive agreement to buy Commerce National Bank, headquartered in affluent Orange County. The price is $15.10 per share in cash. All told, the value of the transaction is just shy of $43 million.
- [By Roberto Pedone]
Sterling Financial (STSA) is engaged in the business of purchasing, managing and collecting portfolios of defaulted consumer receivables, as well as offering accounts receivable management and payment services. This stock closed up 2% to $26.84 in Thursday's trading session.
Thursday's Volume: 589,000
Three-Month Average Volume: 188,505
Volume % Change: 201%From a technical perspective, STSA bounced modestly higher here right above its 50-day moving average of $25.61 with above-average volume. This move is quickly pushing shares of STSA within range of triggering a big breakout trade. That trade will hit if STSA manages to take out some near-term overhead resistance levels at $27.47 to its 52-week high at $27.57 with high volume.
Traders should now look for long-biased trades in STSA as long as it's trending above its 50-day at $25.61 or above more near-term support at $25, and then once it sustains a move or close above those breakout levels with volume that hits near or above 188,505 shares. If that breakout triggers soon, then STSA will set up to enter new 52-week-high territory, which is bullish technical price action. Some possible upside targets off that breakout are $30 to $32.50.
Top Sliver Stocks To Own Right Now: Pimco Corporate & Income Opportunity Fund (PTY)
PIMCO Corporate Opportunity Fund (the Fund) is a diversified closed-end management investment company. The Fund�� investment objective is to seek maximum total return through a combination of current income and capital appreciation in a diversified portfolio of United States dollar-denominated corporate debt obligations of varying maturities and other income producing securities. The Fund will normally focus on corporate debt obligations rated in the lowest investment-grade category (Baa or BBB) and in the highest non-investment-grade category (Ba or BB). Its portfolio includes corporate bonds and notes, the United States Government agency securities, sovereign debt obligations, municipal bonds, mortgage-backed securities, asset-backed securities and short-term investments.
The Fund invests in residual interest municipal bonds and residual interest tax exempt bonds (inverse floaters), whose interest rates bear an inverse relationship to the interest rate on another security or the value of an index. PIMCO Corporate Opportunity Fund may purchase and write (sell) put and call options. The Fund may sell options on the United States Treasury futures and other fixed-income instruments. PIMCO Corporate Opportunity Fund invests in various industries, including airlines, banking, energy, financial services, food and beverage, hotels/gaming, oil and gas, paper/paper products, telecommunications and utilities. The Fund's investment manager is Allianz Global Investors Fund Management LLC, which is an indirect wholly owned subsidiary of Allianz Global Investors of America L.P. PIMCO Corporate Opportunity Fund's sub-advisor is Pacific Investment Management Company LLC.
Advisors' Opinion:- [By Dan Caplinger]
Lesson 1: Income is king.
A look at the four funds trading at the highest premiums to net asset value reveals a common thread: They're all focused on maximizing income. What's interesting, though, is that they use different methods to reach the same ends. Among the three PIMCO funds, PIMCO High Income (NYSE: PHK ) looks largely to the high-yield bond market for its holdings, while PIMCO Corporate & Income Opportunities (NYSE: PTY ) has a somewhat lower distribution rate but has a sizable allocation to investment-grade debt. The fund with the highest premium, PIMCO Global StocksPLUS, uses futures contracts to add stock exposure to its portfolio of income-producing bonds. Finally, BlackRock Virginia Municipal Bond rounds out the top four with its tax-free bond portfolio.
Top Sliver Stocks To Own Right Now: National Grid PLC (NGG)
National Grid Plc, incorporated on July 11, 2000, is an international electricity and gas company. The Company�� segments include UK Transmission, UK Gas Distribution, US Regulated and Other activities. The Company owns the electricity transmission system in England and Wales and is the national electricity transmission system operator, responsible for both the England and Wales transmission system, and the two high voltage transmission networks in Scotland, which the Company does not own. The Company owns and operates electricity distribution networks in upstate New York, Massachusetts, Rhode Island and New Hampshire. Through these networks the Company serves approximately 3.5 million electricity consumers in New England and upstate New York. It also has a number of related businesses, such as Liquefied Natural Gas (LNG) importation and storage, land remediation and metering. On July 3, 2012, the Company sold its New Hampshire electric and gas distribution businesses (Granite State Electric Company and Energy North Natural Gas Inc.) to Liberty Energy Utilities (New Hampshire) Corp., a subsidiary of Algonquin Power & Utilities Corp.
UK Transmission
The Company is the system operator for the new offshore electricity transmission regime. It owns and operates the gas national transmission system in Great Britain. The Company owns and operates the United Kingdom assets, and a portion of the subsea cables, that comprise the electricity interconnector between England and France as part of a joint arrangement with the French transmission operator.
UK Gas Distribution
The Company owns and operates four of the eight regional gas distribution networks in Great Britain. Its networks comprise approximately 132,000 kilometers (82,000 miles) of gas distribution pipeline, and it transports gas from the gas national transmission system to around 10.8 million consumers on behalf of 26 active gas shippers. Gas consumption in the Company�� United Kingdom networks! was 259 terawatt hours during the fiscal year ended March 31, 2012 (fiscal 2012). The Company manages the national gas emergency number (0800 111 999). This service, along with the enquiries lines, appliance repair helpline and meter enquiry service, handled 2,498,804 calls during fiscal 2012.
US Regulated
The Company maintains and operates the electricity transmission and distribution system on Long Island owned by the Long Island Power Authority. The LIPA service territory covers approximately 3,185 square kilometers (1,230 square miles). The Company owns 57 electricity generation units on Long Island that together provide 4.1 gigawatt of power under contract to LIPA. The Company�� plants consist of oil and gas fired steam turbine, gas turbine and diesel driven generating units ranging from 2 megawatts to 385 megawatts. Its United States gas distribution networks provide services to around 3.5 million consumers across the northeastern United States, located in service territories in upstate New York, New York City, Long Island, Massachusetts, New Hampshire and Rhode Island. The Company added 35,000 new gas heating customers in these areas in fiscal 2012.
Other activities
National Grid Grain LNG Limited is one of three LNG importation facilities in the United Kingdom. It operates under long-term contracts with customers and provides importation services, storage and send out capacity on to the national transmission system. BritNed Development Limited is a joint venture between National Grid and TenneT, the Dutch transmission system operator, to build and operate a 1,000 megawatts, 260 kilometer (162 mile) subsea electricity link between the United Kingdom and the Netherlands. National Grid Metering provides installation and maintenance services to energy suppliers in the regulated market in Great Britain. It maintains an asset base of around 15 million domestic, industrial and commercial meters. During fiscal 2012, the Company completed the sale ! of OnStre! am, which provides installation and maintenance services in the unregulated market. National Grid Property is responsible for managing its occupied properties in the United Kingdom and for the management, clean up and disposal of surplus sites, most of which are former gasworks. Xoserve delivers transactional services on behalf of all the gas network transportation companies in Great Britain, including National Grid. Xoserve is jointly owned by National Grid, as majority shareholder, and the other gas distribution network companies. The Company�� United States non-regulated businesses include interests in LNG storage, LNG road transportation and transmission pipelines. During fiscal 2012, it completed the sale of Seneca-Upshur, its oil and gas exploration and production business in West Virginia and Pennsylvania.
Advisors' Opinion:- [By Alan Oscroft]
National Grid (LSE: NG ) (NYSE: NGG )
National Grid shares powered up to a new 52-week high today of 792.5 pence. The price has been soaring of late, climbing 16% since the middle of February and about 23% over the past 12 months. That would be good even for a small-cap growth share, but National Grid is a 29 billion pound FTSE 100 behemoth that's also one of the most reliable dividend payers in the market. For the year ending March 2012, the company provided a yield of 6.2% (based on the share price at the time), and for this year there's a 5.3% yield expected. - [By Brian Stoffel]
Utilities
Finally, barring the apocalypse, utility companies will continue to be called upon to meet the electrical needs of our world's growing population. National Grid (NYSE: NGG ) represents a safe way to gain exposure to this steady industry. The company, based out of England, distributes both gas and electricity to communities in the United Kingdom and northeastern United States. - [By G. A. Chester]
Nevertheless, directors at�National Grid� (LSE: NG ) (NYSE: NGG ) ,�RSA Insurance Group (LSE: RSA ) and�Petrofac Limited� (LSE: PFC ) have been buying shares in their own companies in today's high-flying market.
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